Creating a New Case in Salesforce from IBM Notes

LinkPoint Connect promotes CRM adoption by offering a variety of shortcuts to encourage users to add new contacts, opportunities, and accounts to Salesforce. This can be done easily from IBM Notes.

Tip: Depending on how an organization has configured LinkPoint Connect to mirror your existing business processes, users may not have all of the options described in the following section. Contact your admin for more information.

Click the images throughout the Knowledge Base to see full size versions of screen captures.

Creating a New Case in Salesforce from IBM Notes

Select an email and note that the LinkPoint Connect Side Panel displays the related contact information. Select Account Case or Contact Case on the Navigation Pane to display the Related Information for the contact.

Tip: Organizations can request customizations to modify the case types and information displayed. In some instances, users may not have access to case information or may not see details displayed for specific case types such as closed cases. Please contact the LinkPoint360 Support Team for more information.

Click the Create a new item icon to create a new case. This will launch Salesforce in your Internet browser.

Tip: Click the Create a case from selected email icon to create a case using the email. This will launch Salesforce in your Internet browser.

Enter any required or additional information in the Salesforce Case record. Note that the Account Name is prepopulated within Salesforce by LinkPoint Connect. Click Save to create the record.

Tip: LinkPoint Connect will not override any existing business rules within your instance of Salesforce. If additional fields are required as part of the case creation, the user will need to enter the information in order to proceed.

Return to IBM Notes and select the email that corresponds with the new case. Note that the LinkPoint Connect Side Panel now displays the new case information from Salesforce.

Download: Access the complete LinkPoint Connect: IBM Notes + Salesforce User Guide in .pdf format. Get the User Guide

Still need help? Contact our Support Team.